EverSource Wealth Advisors’s State Street SPDR Bloomberg 3-12 Month T-Bill ETF BILS Stock Holding History

EverSource Wealth Advisors’s Portfolio BILS Stock Details BILS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$399K	Sell	4,019 -10,807	-73%	-$1.07M	0.01%	657
2026 Q1	$1.47M	Sell	14,826 -2,912	-16%	-$289K	0.04%	288
2025 Q4	$1.76M	Hold	17,738	–	–	0.06%	216
2025 Q3	$1.77M	Sell	17,738 -3,388	-16%	-$336K	0.07%	189
2025 Q2	$2.1M	Buy	21,126 +327	+2%	+$32.5K	0.09%	160
2025 Q1	$2.07M	Buy	+20,799	New	+$2.07M	0.11%	144

Other funds holding BILS

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.09B AUM 18.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIG

Sargent Investment Group Bethesda, Maryland $832M AUM 24.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EverSource Wealth Advisors's BILS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its State Street SPDR Bloomberg 3-12 Month T-Bill ETF (BILS) stake by 73% in Q2 2026, selling an estimated $1.07M and leaving 4,019 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #657.

EverSource Wealth Advisors first reported a position in BILS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.1M in Q2 2025. 281 funds tracked by Wall St. Rank hold BILS as of Q2 2026.

EverSource Wealth Advisors held 4,019 shares of State Street SPDR Bloomberg 3-12 Month T-Bill ETF worth $399K as of Q2 2026.
EverSource Wealth Advisors sold 10,807 State Street SPDR Bloomberg 3-12 Month T-Bill ETF shares in Q2 2026, an estimated $1.07M.
State Street SPDR Bloomberg 3-12 Month T-Bill ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #657 holding.
EverSource Wealth Advisors first reported a position in State Street SPDR Bloomberg 3-12 Month T-Bill ETF in Q1 2025 and has held it in 6 quarters since.
EverSource Wealth Advisors's State Street SPDR Bloomberg 3-12 Month T-Bill ETF position peaked at $2.1M in Q2 2025.
281 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 3-12 Month T-Bill ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.